Project-SalesAchiever® is specifically designed to manage the complex sales process in the Building Industry.
The best way to evaluate a piece of software is to see it in action. Each of our Clients sales teams have different requirements so the software is modified to meet these needs whether a sales team:
is specification driven
tracks projects
generates quotes
manages key accounts
Project-SalesAchiever® is a comprehensive yet easy to use CRM solution that enables businesses to partner with their key accounts more effectively whilst, for project focused selling, allowing cross referencing relationships between clients, architects, contractors and merchants.
The software is designed to be flexible, modular and highly configurable so it can grow as demands for functionality increase.
Key Features:
Dynamic customer & contact database plus option to populate records from postcode database
Import & track project application data from ABI, Glenigan, CIS/Newmarket & other providers on request
Time management & Scheduling for all users, as well as its own multi-functional diary the system can use third party diary applications such as Microsoft Outlook
High security - easily control who sees which records & what they can do to them
Sales opportunity management - pipeline & forecasts
Powerful reports, list managers & Infosearch™ gives instant access to key information
Customised quotations with your pricelists, creation of special products, include & control all types of discounts and margins and output in any design required
Links to all Office suite programs & stores files – including targeted mail-merge
Marketing functionality & reports
Integrates seamlessly with accounts or ERP solutions
|
Project-SalesAchiever®
